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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,367 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,840 | $71,516+36.8% | $98,439-0.6% | $71,457+36.9% |
| Participation rate | 94.2% | 72.7%+21.5pp | 75.2%+19.1pp | 67.9%+26.3pp |
| Annual return | 14.02% | 32.41%-18.4pp | 21.16%-7.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $1,257 | $2,399-47.6% | $3,048-58.8% | $2,588-51.4% |
| Participant deferral / active EE | $2,666 | $4,109-35.1% | $4,738-43.7% | $4,289-37.8% |
| Admin fee / account holder | $59 | $1,675-96.5% | $8,948-99.3% | $1,587-96.3% |